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Software Description:

DealCloud is a pioneer in M&A software. The Company was formed in 2010 by a team of former deal professionals with deep knowledge of the private capital markets. DealCloud has quickly emerged as a global leader in providing deal management, workflow, and technology solutions to all participants in the private capital markets, including private equity and growth capital firms, sell-side banks, publicly traded companies, and debt capital investors. DealCloud is well known for their client service and the team takes great pride in the delivery of the platform and the strength of their relationships with clients. DealCloud understands the pace of deal execution and is committed to working at the same cadence as their clients to deliver fast and accurate outcomes. The team is fully committed to the success of their clients.

Software Description:

Formula Stocks is a service, which gives you access to high quality stock recommendations. Use these in your own account. Or mirror our model portfolio, which have outperformed the S&P 500 88% of the time.

Historically, 89-92% of all our recommendations have been successful. If you had bought random high-quality stocks, only approx. 59% of these would have earned a positive return. A staggering difference.

We specialize in high-probability investments – a high probability of long-term gain combined with a low probability of loss. We prefer to buy good businesses at fair prices with a margin of safety, shielding us from some downside, while enjoying the upside of owning businesses that earn a meaningful return on capital.

Our recommendations and model portfolio are based on timeless and proven investment principles, mathematical probabilities and sound logic. They are scientifically quantifiable, which means that every principle used can be proven to work using the scientific method.

Software Description:

Lively is a Health Savings Account (HSA) platform for employers and individuals. A 401(k) for healthcare. We created a beautifully designed software with a simple and intuitive user experience to help you get the most out of your HSA. Lively HSAs works alongside high deductible health plans to make healthcare easier for everyone.

Lively provides employers and employees a paperless and digital way to manage their health savings account this includes simple easy sign up (less than 5 minutes), payroll syncing, and transparent pricing.

Lively is not a bank but has all of the benefits of one.

Features:

Third-Party Plugins/Add-Ons

General Account Ledger

Budgeting

Gantt Charts

Lead Scoring

Task Scheduling/Tracking

Lead Management

Calendar Management

Scheduling

Dashboard

Call Tracking

Project Management

Marketing Automation

Email Integration

Forecasting

Data Visualization

Contact Sharing

Contact Management

Batch Permissions & Access

File Sharing

External Integrations

Customer Management

Multi-Currency

Notifications

Multi-User

2-Factor Authentication

API

Data Export

Data Import

Features:

Features:

Batch Permissions & Access

Forecasting

Employee Database

Data Import

Organization Management

Multi-User

Customer Management

Scheduling

Dashboard

API

Summary:

No key features associated with this application.

Summary:

No key features associated with this application.

Summary:

No key features associated with this application.

FAQs:

Does this service offer an API?

Yes, the DealCloud platform has an API.

What are some applications this service is commonly used in tandem with?

DealCloud has an API enabling the platform to integrate with a variety of applications.

Does this service integrate with any other apps?

DealCloud has an API enabling the platform to integrate with a variety of applications.

Does this service offer guides, tutorials and or customer support?

Yes, the DealCloud platform has a user online university which include tutorials and FAQs. In addition there is a certified platform trainer available for on-site training. As well as costumer support and an account management team to address any additional inquiries.

Who are the main user groups of this service?

Deal professional, such as investors and advisors leverage DealCloud's deal management platform, data, and exceptional capital market expertise to power their deal teams to consistently higher levels of performance.

What is this service generally used for?

To help deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies on a single platform.

What platforms does this service support?

DealCloud is supported by Apple/app store and Microsoft.

Does this service offer multi-user capability (e.g. teams)?

Yes, the DealCloud platform offers multi-user capabilities.

FAQs:

What are some applications this service is commonly used in tandem with?

Brokers

Does this service offer guides, tutorials and or customer support?

Customer support 7 days a week.

Who are the main user groups of this service?

Anyone interested in investing with above-average returns and lower risk.